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Plan Group Financial »

iShares S&P SmallCap 600 Index shares owned by Plan Group Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Plan Group Financial

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$8.0M	69k	116.96
2024-06-30	$7.7M	72k	106.66
2024-03-31	$6.7M	60k	110.52
2023-12-31	$5.6M	52k	108.25
2023-09-30	$3.5M	37k	94.33
2023-06-30	$1.9M	19k	99.65

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Pacer Fds Tr Us Cash Cows 100 (COWZ)

Ishares Tr Msci Acwi Etf (ACWI)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Rus Mid Cap Etf (IWR)

Ishares Tr Core S&p Scp Etf (IJR)

Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr Jpmorgan Usd Emg (EMB)

Ishares Tr Iboxx Hi Yd Etf (HYG)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr Iboxx Inv Cp Etf (LQD)

Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

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View all funds holding iShares S&P SmallCap 600 Index

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